| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 5401 ROGERS AVE STE 202 FORT SMITH, AR 729033767 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $25K | $25K | 3.08% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | PO BOX 95287 CHICAGO, IL 606945287 | UNITEDHEALTHCARE INSURANCE COMPANY | — | $3K | $3K | 0.35% |
| DAVID N SOKOL3 Filed as: DAVID NEIL SOKOL | 901 WILLSHIRE DR STE 330 TROY, MI 48084 | NORTHWESTERN MUTUAL | $6K | $1K | $7K | 7.49% |
| TODD CHRISTIAN BOSWELL3 | 10800 FNCL CENTER PKWY SUITE 550 LITTLE ROCK, AR 72211 | NORTHWESTERN MUTUAL | $4K | $1K | $5K | 5.06% |
| MIRABELLA FNCL GRP LLC3 Filed as: MIRABELLA FINANCIAL GROUP LLC | 101 W BIG BEAVER RD STE 500 TROY, MI 48084 | NORTHWESTERN MUTUAL | $1K | $142 | $1K | 1.34% |
| NATHAN DANIEL KINARD3 Filed as: NATHAN D KINARD | 10800 FNCL CENTER PKWY SUITE 550 LITTLE ROCK, AR 72211 | NORTHWESTERN MUTUAL | $394 | $141 | $535 | 0.54% |
| MEEKS FINANCIAL GROUP LLC3 | 1770 KIRBY PARKWAY STE 400 MEMPHIS, TN 38138 | NORTHWESTERN MUTUAL | $394 | $47 | $441 | 0.45% |
| BOON CHAPMAN BENEFIT ADMINISTRATORS5 | PO BOX 9201 AUSTIN, TX 787669201 | METROPOLITAN LIFE INSURANCE COMPANY | $11K | $2K | $13K | 18.39% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | PO BOX 95287 CHICAGO, IL 606907219 | METROPOLITAN LIFE INSURANCE COMPANY | — | $264 | $264 | 0.36% |
| GIS BENEFITS INC3 | 422 WAUPONSEE ST MORRIS, IL 604502215 | METROPOLITAN LIFE INSURANCE COMPANY | — | $204 | $204 | 0.28% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 9442 N CAPITAL OF TEXAS HWY AUSTIN, TX 787597262 | METROPOLITAN LIFE INSURANCE COMPANY | — | $54 | $54 | 0.07% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | PO BOX 95287 CHICAGO, IL 606945287 | METROPOLITAN LIFE INSURANCE COMPANY | — | $1 | $1 | 0.00% |
| DAVID N SOKOL3 Filed as: DAVID NEIL SOKOL | 901 WILLSHIRE DR STE 330 TROY, MI 48084 | NORTHWESTERN MUTUAL | $3K | $644 | $3K | 7.49% |
| TODD CHRISTIAN BOSWELL3 | 10800 FNCL CENTER PKWY SUITE 550 LITTLE ROCK, AR 72211 | NORTHWESTERN MUTUAL | $2K | $457 | $2K | 5.06% |
| MIRABELLA FNCL GRP LLC3 Filed as: MIRABELLA FINANCIAL GROUP LLC | 101 W BIG BEAVER RD STE 500 TROY, MI 48084 | NORTHWESTERN MUTUAL | $517 | $62 | $579 | 1.34% |
| NATHAN DANIEL KINARD3 Filed as: NATHAN D KINARD | 10800 FNCL CENTER PKWY SUITE 550 LITTLE ROCK, AR 72211 | NORTHWESTERN MUTUAL | $172 | $62 | $234 | 0.54% |
| MEEKS FINANCIAL GROUP LLC3 | 1770 KIRBY PARKWAY STE 400 MEMPHIS, TN 38138 | NORTHWESTERN MUTUAL | $172 | $21 | $193 | 0.45% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 6325 RANCH DR LITTLE ROCK, AR 72223 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $0 | $3K | 47.44% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | 2850 W GOLF RD, 11TH FLOOR ROLLING MEADOWS, IL 60008 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $250 | $250 | 4.32% |
No Schedule C service providers reported on this filing.
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 227 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 227 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | UNITEDHEALTHCARE INSURANCE COMPANY | 227 | $826K |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 195 | $73K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 195 | $73K |
| Life insurance | NORTHWESTERN MUTUAL | 158 | $43K |
| Long-term disability(2 contracts, 2 carriers) | NORTHWESTERN MUTUAL | 158 | $104K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 227 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.